Families face important, sometimes fraught topics
From complex decision-making, to unforeseen feelings,
to welcoming younger family members to the table for the first time.
The Family Business In Transition
A multigenerational, family-owned business founded, owned, and operated by family members. It is successful and on the cusp of succession.
We help family business owners work through questions, such as:
- How to balance roles and responsibilities within the family, business management, and corporate ownership?
- How to find opportunities for the next generation within the family business?
- How to prioritize learning and growing together?
The life changing windfall
A windfall inheritance from a late parent is life-changing. Yet it isn’t always straightforward and easy.
We help inheritors weigh unexpected burdens, such as:
- The scope of our philanthropic giving can increase significantly — but how can it be most impactful?
- A surprisingly sudden onset of secrecy and isolation
- Raising kids who are thoughtful, practical, and grateful around wealth
The Anxious Founder
A successful business founder has made a fortune. Now what?
We help multigenerational families navigate unique challenges, such as:
- How to share information with our children about family wealth, without negatively affecting their desire to work or contribute positively to society?
- What information to share with children, and when, to encourage, inform, and empower
- Thoughtful communication about estate planning choices and their implications
- How can our family’s values inform our charitable giving and community engagement?
- How to impart a story of business success that celebrates but doesn’t sugarcoat